Anic Equity¶
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Total return since start: 0.624 %¶
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Equity now: -----------------------------> 49618.36 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45557.15 Kr¶
PnL: ---------------------------------------> 501.15 Kr¶
DD now: ---------------------------------> -6.593 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 13:42:14.015620'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.760000 | 1673.460000 | 204.460000 | 13.920000 | 1468.999998 |
| Sedana Medical | 93 | 5.650000 | 2713.740000 | 192.740000 | 7.650000 | 2521.000011 |
| Orrön Energy | 180 | 5.210000 | 2163.600000 | 120.600000 | 5.900000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.720000 | 997.500000 | 62.500000 | 6.680000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.950000 | 1017.600000 | 56.600000 | 5.890000 | 960.999996 |
| JM | 6 | 3.960000 | 912.600000 | 48.600000 | 5.630000 | 864.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Catena | 2 | 4.180000 | 836.800000 | 44.800000 | 5.660000 | 792.000000 |
| Sagax B | 4 | 3.690000 | 898.800000 | 44.800000 | 5.250000 | 854.000000 |
| Hoist Finance | 35 | 1.050000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Hexatronic Group | 12 | 3.470000 | 1001.760000 | 34.760000 | 3.590000 | 966.999996 |
| BioGaia B | 8 | 1.540000 | 948.800000 | 18.800000 | 2.020000 | 930.000000 |
| Gränges | 9 | 1.940000 | 945.900000 | 17.900000 | 1.930000 | 927.999999 |
| Bilia A | 8 | 1.960000 | 917.600000 | 17.600000 | 1.960000 | 900.000000 |
| HEXPOL B | 9 | -0.090000 | 1026.900000 | 5.900000 | 0.580000 | 1020.999996 |
| OX2 | 13 | 1.520000 | 954.850000 | 4.850000 | 0.510000 | 949.999999 |
| Biotage | 7 | 0.220000 | 945.000000 | 4.000000 | 0.430000 | 940.999997 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| EQT | 4 | 0.720000 | 834.000000 | 2.000000 | 0.240000 | 832.000000 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Byggmax Group | 33 | 0.280000 | 955.680000 | -0.320000 | -0.030000 | 956.000001 |
| ASSA ABLOY B | 3 | -0.460000 | 772.200000 | -6.800000 | -0.870000 | 779.000001 |
| Alimak Group | 11 | 0.240000 | 919.600000 | -8.400000 | -0.910000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.740000 | 950.600000 | -16.400000 | -1.700000 | 966.999999 |
| SKF B | 5 | -1.580000 | 917.250000 | -22.750000 | -2.420000 | 940.000000 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| Indutrade | 5 | 2.020000 | 1184.500000 | -33.500000 | -2.750000 | 1218.000000 |
| Latour B | 4 | 0.290000 | 820.400000 | -36.600000 | -4.270000 | 857.000000 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Hexagon B | 26 | 0.920000 | 3421.600000 | -39.400000 | -1.140000 | 3461.000010 |
| Addnode Group B | 11 | -2.440000 | 879.450000 | -41.550000 | -4.510000 | 921.000003 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.400000 | 1048.800000 | -60.200000 | -5.430000 | 1109.000001 |
| BHG Group | 97 | 2.860000 | 1393.890000 | -65.110000 | -4.460000 | 1458.999989 |
| TOTAL | 45557.150000 | 501.150000 | -6.59256% | 45056.000411 |
Updated:¶
'2023-07-04 13:42:30.999678'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
